JB

Jeffrey Bagley

V.p., Portfolio Manager And Sr. Research Analyst at The Haverford Trust Company

Jeffrey Bagley, CFA, has extensive experience in finance and investment management, currently serving as Vice President, Portfolio Manager, and Senior Research Analyst at The Haverford Trust Company since January 2010. In addition, Jeffrey plays a role on the Board of Directors for the Support Center for Child Advocates since June 2014 and previously contributed to academia as an Adjunct Lecturer at Cabrini College from 2013 to 2017. Prior positions include Senior Vice President and Portfolio Manager at Davidson Trust Company, Senior Investment Analyst at Vanguard, and Portfolio Manager at Drexel Morgan Capital Advisers, Inc. Jeffrey started the career as a Sell-Side Equity Analyst at Schroders and NatWest Markets, and as an Equity Analyst and Editor at Value Line. Academic qualifications include an M.B.A. in Finance from Fordham Gabelli School of Business and a B.S. in Business/Managerial Economics from SUNY Oneonta.

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